Mark B. Trauman,  CFP<sup>&reg;</sup> - Financial Advisor

Mark B. Trauman, CFP®

JD, CPA, AIF®

Owner/Financial Advisor

Reliance Financial Advisors

6200 Brooktree Road, Suite 105
Wexford, PA 15090-9277
(724) 934-3122

General

Mark Trauman is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Reliance Financial Advisors in Wexford, PA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Admitted to Bar
  • Other - AIF®

Insurance Licenses

  • Life insurance: PA,VA,WV,OH,IN,MN,ND
  • Health/disability insurance: PA,VA,WV,OH,IN,MN,ND
  • Fixed annuities: PA,VA,WV,OH,IN,MN,ND
  • Variable annuities

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking, Charitable & Planned Giving, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care

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Helpful Financial Planning Resources